Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Index
Q3 2026 ETF outlook: resilience in a changing world
Profound changes are reshaping our world. From AI and geopolitical splintering to the growing economic sway of emerging nations, old certainties are fading fast. 
Building resilient long-term equity portfolios
In a new whitepaper, we provide evidence that portfolios constructed to diversify across underlying return drivers have historically delivered improved risk-adjusted returns, lower volatility and... 
Podcast: How robotics and AI are transforming the world
Are we on the cusp of a new era of robotics? How is AI enabling machines to perform more complex tasks than ever before? And... 
India’s withholding tax cut could unlock billions in foreign inflows
We explore the potential impact of India’s tax cuts on investor returns, and how the move reflects a broader structural tailwind for local-currency emerging market... 
SpaceX IPO launches: Implications for index exposures
Index vendors have been reviewing and updating their inclusion rules to adapt to a changing IPO landscape, though differences remain, with implications for investors. 
Podcast: Systematic solutions – meet the team behind the strategies
What is meant by the term ‘systematic solutions’? Why are they increasingly important for investors? And how is AI changing the way they are constructed? 
What Claude Mythos means for cyber security
In the first part of a new series on Anthropic*’s Claude Mythos, we explore how the software could change the work of cyber security teams. 
How equal weighting can tackle concentration risk
By selecting an equal-weight version of a major equity index, investors can reduce concentration risk and access diversified sectors, in our view. 
What are market neutral funds, and how can investors use them?
Having introduced alternatives and their liquid counterparts, we now turn to market neutral funds, explaining how these strategies work and what they can potentially add... 
Tech issuance is reshaping the IG credit market
The sheer scale of issuance to fund AI capex is changing the dynamics of the investment grade (IG) market, highlighting potential downsides of standard market... 
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